NAH

Neumann Advisory (HK) Portfolio holdings

AUM $393M
1-Year Est. Return 72.89%
This Quarter Est. Return
1 Year Est. Return
+72.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M

Top Sells

1
+$13.6M
2
+$6.26M
3
+$3.05M

Sector Composition

1 Consumer Discretionary 30.86%
2 Technology 26.19%
3 Communication Services 24.42%
4 Industrials 5.13%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78M 25.87%
355,416
+50,416
2
$72.7M 24.11%
320,000
-60,000
3
$46.4M 15.4%
645,000
4
$42.5M 14.11%
197,140
-29,001
5
$15.5M 5.13%
421,210
6
$4.05M 1.34%
156,240
7
$2.04M 0.68%
315,586
8
$956K 0.32%
28,467
-90,852
9
$947K 0.31%
43,504